Real Assets
We build future energy systems and resilient infrastructure, backing emerging opportunities in technology, land and water.
FP Foresight Sustainable Real Estate Securities Fund
Targeting a global portfolio of listed Real Estate Investment Trusts (REITs) to provide access to income and capital growth associated with sustainability-led real estate investing.
Introduction
The FP Foresight Sustainable Real Estate Securities Fund invests in global listed real estate companies with structural tailwinds that embed the fund's sustainable investment criteria.
Launch date
15/6/2020
Holdings
31
Fund type
UCITS
Geographical focus
Global
Overview
The Fund invests in global listed real estate companies with structural tailwinds that embed the strategy’s sustainable investment criteria. We take an active approach to investing in real estate companies which benefit from secular trends across environmental, demographic, social and economic factors.
Why does it matter?
The Manager takes an active approach to investing in real estate companies which benefit from secular trends across environmental, demographic, social and economic factors. The Fund seeks to achieve a positive total return underpinned by a 4% dividend yield over a rolling 5 year period.
Reports & Documents
Company Profile
Ventas
Sector: Healthcare REIT
Listing: US
Ventas is a diversified US healthcare REIT owning assets in the senior-living, outpatient medical, and life sciences subsectors. The senior-living portfolio provides independent and assisted accommodation options for 80+ years and is the second largest in North America with assets in both the US and Canada. Senior living contributes to the majority of real estate income, and growing this segment is a key strategic focus for Ventas.
Investment thesis: North American senior-living is seeing record annual occupancy gains and improving pricing power underpinned by steady annual growth in its target tenants (85+ year olds), while new supply is at decade-low levels. Earnings growth is being supplemented by acquisitions which are also generating attractive returns. With several earnings tailwinds Ventas is well-positioned to deliver sustainable growth over the medium-term.
Company Profile
Stag Industrial
Sector: Industrial REIT
Listing: US
Stag Industrial owns and operates a diversified portfolio of industrial and warehouse assets across the US, totalling approximately 120 million square feet. The Company operates in a niche segment in public markets, targeting Tier-1 markets with submarkets that are typically skewed toward industrial and manufacturing relative to listed peers.
Investment thesis: STAG has a high-quality management team with a track record of delivering consistent cash flow per share growth and strong capital allocation through the cycle. The Company’s asset base is in US submarkets positioned to benefit from on-shoring/near-shoring which should translate to sustainable above inflation rent growth, stable occupancy and future cash flow per share growth.
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Important Information
An investment in FP Sustainable Future Themes Fund, FP Foresight Global Real Infrastructure Fund, FP Sustainable Real Estate Securities Fund, FP UK Infrastructure Income Fund or FP WHEB Sustainability Impact Fund and Liontrust Diversified Real Assets Fund (together the “Funds”) should be considered a long-term investment that may be higher risk. Portfolio holdings are subject to change without notice.
Your capital is at risk. The value of units in the Funds may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance is not a reliable guide to future results. For full risks and investor rights, please see the relevant prospectus and Key Investor Information Document for the fund information.
Foresight Group LLP does not offer legal, tax, financial or investment advice and the information on this website should not be construed as such. We recommend investors seek advice from a regulated financial adviser. The opportunity described in this document may not be suitable for all investors. Any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice.
Foresight Group LLP acts as investment manager and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 198020 and has its registered office at The Shard, 32 London Bridge Street, London SE1 9SG.
The Authorised Corporate Directors FundRock Partners Limited (registered office at Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY) and Liontrust Investment Partners LLP (registered office 2 Savoy Court, London WC2R 0EZ), are authorised and regulated by the Financial Conduct Authority with Firm Reference Numbers 469278 and 518552 respectively. The Funds are incorporated in England and Wales.
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